位置：中游情绪：利好参考度：6/10
2026年第一季度，全球内存价格环比飙升了80%至90%，创下前所未有的涨幅纪录。此次价格上涨主要由通用服务器DRAM价格大幅攀升驱动，原本第四季度表现相对平稳的NAND芯片亦在同期实现80%至90%的同步上涨，部分HBM3e产品价格亦显著增长，整个内存市场呈现全线上扬趋势。
以服务器级内存为例，64GB RDIMM价格从2025年第四季度固定合同价450美元飙升至2026年第一季度的900多美元，预计第二季度将突破1000美元大关。Counterpoint高级分析师Jeongku Choi指出，设备制造商正面临“零部件成本上升”与“消费者购买力减弱”的双重压力，需求或在本季度逐渐放缓，这要求原始设备制造商（OEM）调整ɇ..
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
